Aspire Capital Advisors’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-34,512
| Closed | -$3.17M | – | 83 |
|
2023
Q4 | $3.17M | Buy |
34,512
+1,979
| +6% | +$182K | 1.29% | 23 |
|
2023
Q3 | $2.72M | Buy |
32,533
+940
| +3% | +$78.6K | 1.24% | 23 |
|
2023
Q2 | $2.79M | Sell |
31,593
-24
| -0.1% | -$2.12K | 1.36% | 21 |
|
2023
Q1 | $2.71M | Buy |
31,617
+6,600
| +26% | +$566K | 1.42% | 20 |
|
2022
Q4 | $2.11M | Buy |
+25,017
| New | +$2.11M | 1.2% | 21 |
|